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Wolfspeed’s Mohawk Valley 200mm SiC fab reaches 20% utilization
What happened
Wolfspeed's 200mm SiC fab in Mohawk Valley has reached 20% wafer start utilization, marking a key step in its capacity ramp. This progress aims to address the structural shortage of silicon carbide power devices driven by EV and industrial demand. Bearish: Increased supply from a major SiC manufacturer could ease long-term pricing pressure and alleviate shortages, impacting spot market dynamics.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
SiC MOSFETSiC Power Device
Wolfspeed Inc
capacity-expansionfab-utilizationSiC-supply
Source and time
Source: Semiconductor Today · 6/25/2024 · View original source
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